Ironwood Wealth Management, Inc. holds a focused book of 21 stocks worth $236.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Dupont De Nemours Inc and trimmed Ishares Core S&P Small-Cap E. Their largest long position is Invesco Senior Loan ETF at 11% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show IRONWOOD WEALTH MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Ironwood Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ironwood Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 31 / 21 | $5.7B |
| Kestra Advisory Services, LLC | 31 / 21 | $1.8B |
| TD Waterhouse Canada Inc. | 31 / 21 | $1.4B |
| Merit Financial Group, LLC | 31 / 21 | $1.3B |
| Concurrent Investment Advisors, LLC | 31 / 21 | $703.1M |
| Ashton Thomas Private Wealth, LLC | 31 / 21 | $444.9M |
| IFP Advisors, Inc | 31 / 21 | $247.3M |
| BANK OF AMERICA CORP /DE/ | 30 / 21 | $73.9B |
Ranked by how many of Ironwood Wealth Management, Inc.'s top 21 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded FD TR II SR LN ETF | $25.8M | 1.26M | 10.9% | ▲+7.8% Added · +92K sh | |
| 2 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $24.9M | 493.0K | 10.5% | ▲+5.7% Added · +27K sh | |
| 3 | Pgim ETF TR PGIM ULTRA SH BD | $21.8M | 439.8K | 9.2% | ▲+4.6% Added · +19K sh | |
| 4 | Ishares TR CORE S&P US VLU | $21.5M | 192.8K | 9.1% | ▲+0.1% Added · +220 sh | |
| 5 | Ishares TR CORE S&P SCP ETF | $21.2M | 146.1K | 9.0% | ▼−5.5% Reduced · −9K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $18.2M | 24.1K | 7.7% | ▼−1.7% Reduced · −415 sh | |
| 7 | Ishares TR S&P 500 VAL ETF | $15.2M | 66.0K | 6.4% | ▲+0.2% Added · +134 sh | |
| 8 | Vanguard Whitehall FDS HIGH DIV YLD | $14.7M | 91.6K | 6.2% | ▼−0.3% Reduced · −283 sh | |
| 9 | Ishares TR CORE S&P US GWT | $14.2M | 75.3K | 6.0% | ▼−0.8% Reduced · −615 sh | |
| 10 | Ishares TR MSCI USA MIN ETF | $13.8M | 141.4K | 5.8% | ▲+3.3% Added · +5K sh | |
| 11 | Select Sector SPDR TR ST STR TECHN ETF | $11.6M | 62.4K | 4.9% | ▼−3.9% Reduced · −3K sh | |
| 12 | Ishares TR MSCI INTL VLU FT | $9.7M | 230.5K | 4.1% | ▼−10% Reduced · −26K sh | |
| 13 | SPDR Series Trust ST TERM HIGH ETF | $8.8M | 354.3K | 3.7% | ▲+8.0% Added · +26K sh | |
| 14 | Select Sector SPDR TR ST STR INDL ETF | $5.6M | 30.9K | 2.4% | ▼−6.2% Reduced · −2K sh | |
| 15 | Select Sector SPDR TR ST STR FINL ETF | $4.7M | 85.5K | 2.0% | ▲+1.6% Added · +1K sh | |
| 16 | Select Sector SPDR TR ST STR ENERG ETF | $4.6M | 84.6K | 2.0% | ▼−9.4% Reduced · −9K sh | |
| 17 | Verizon Communications Inc COM | $40K | 936 | 0.0% | —Held | |
| 18 | Dupont De Nemours Inc COMMON STOCK | $25K | 184 | 0.0% | ▲New New position | |
| 19 | Corteva Inc COM | $22K | 264 | 0.0% | —Held | |
| 20 | ConocoPhillips COM | $22K | 200 | 0.0% | —Held | |
| 21 | Dow Hldgs Inc COM | $16K | 552 | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 21 | $236.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 31 | $223.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 23 | $222.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 22 | $218.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 22 | $211.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 22 | $191.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 22 | $202.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 22 | $204.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.